Southland Equity Partners’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Southland Equity Partners’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Sell	17,213 -4,239	-20%	-$481K	0.37%	60
2026 Q1	$2.15M	Buy	21,452 +18,998	+774%	+$1.98M	0.42%	55
2025 Q4	$244K	Sell	2,454 -14	-0.6%	-$1.39K	0.05%	224
2025 Q3	$241K	Hold	2,468	–	–	0.05%	215
2025 Q2	$215K	Buy	+2,468	New	+$201K	0.05%	225
2025 Q1	–	Sell	-2,469	Closed	-$221K	–	241
2024 Q4	$221K	Sell	2,469 -280	-10%	-$25.8K	0.05%	210
2024 Q3	$246K	Hold	2,749	–	–	0.06%	195
2024 Q2	$225K	Sell	2,749 -18	-0.7%	-$1.47K	0.06%	190
2024 Q1	$235K	Hold	2,767	–	–	0.07%	190
2023 Q4	$224K	Buy	+2,767	New	+$200K	0.07%	176
2023 Q3	–	Sell	-2,758	Closed	-$209K	–	191
2023 Q2	$209K	Buy	+2,758	New	+$199K	0.07%	176
2022 Q2	–	Sell	-3,017	Closed	-$250K	–	179
2022 Q1	$250K	Buy	3,017 +289	+11%	+$23.8K	0.1%	148
2021 Q4	$245K	Hold	2,728	–	–	0.1%	151
2021 Q3	$241K	Hold	2,728	–	–	0.11%	140
2021 Q2	$253K	Sell	2,728 -1,070	-28%	-$97.2K	0.12%	131
2021 Q1	$339K	Hold	3,798	–	–	0.19%	90
2020 Q4	$301K	Buy	+3,798	New	+$268K	0.2%	88

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Southland Equity Partners's VTWO Position: Q2 2026 in Review

Southland Equity Partners reduced its Vanguard Russell 2000 ETF (VTWO) stake by 20% in Q2 2026, selling an estimated $481K and leaving 17,213 shares worth $2.09M. The position accounts for 0.37% of the portfolio, ranked #60.

Southland Equity Partners first reported a position in VTWO in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.15M in Q1 2026. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Southland Equity Partners held 17,213 shares of Vanguard Russell 2000 ETF worth $2.09M as of Q2 2026.
Southland Equity Partners sold 4,239 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $481K.
Vanguard Russell 2000 ETF made up 0.37% of Southland Equity Partners's portfolio in Q2 2026, its #60 holding.
Southland Equity Partners first reported a position in Vanguard Russell 2000 ETF in Q4 2020 and has held it in 17 quarters since.
Southland Equity Partners's Vanguard Russell 2000 ETF position peaked at $2.15M in Q1 2026.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.